BFS
Bard Financial Services’s CVS Health CVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.03M | Sell |
116,478
-8,350
| -7% | -$576K | 0.96% | 29 |
|
|
2025
Q1 | $8.46M | Sell |
124,828
-17,029
| -12% | -$1.15M | 1.03% | 26 |
|
|
2024
Q4 | $6.37M | Sell |
141,857
-15,700
| -10% | -$705K | 0.76% | 37 |
|
|
2024
Q3 | $9.91M | Sell |
157,557
-5,868
| -4% | -$369K | 1.17% | 22 |
|
|
2024
Q2 | $9.65M | Buy |
163,425
+4,270
| +3% | +$252K | 1% | 29 |
|
|
2024
Q1 | $12.7M | Sell |
159,155
-5,535
| -3% | -$441K | 1.35% | 15 |
|
|
2023
Q4 | $13M | Sell |
164,690
-1,760
| -1% | -$139K | 1.46% | 10 |
|
|
2023
Q3 | $11.6M | Buy |
166,450
+14,771
| +10% | +$1.03M | 1.44% | 11 |
|
|
2023
Q2 | $10.5M | Buy |
151,679
+10,926
| +8% | +$755K | 0.79% | 29 |
|
|
2023
Q1 | $10.5M | Sell |
140,753
-798
| -0.6% | -$59.3K | 0.84% | 31 |
|
|
2022
Q4 | $13.2M | Buy |
141,551
+221
| +0.2% | +$20.6K | 1.12% | 20 |
|
|
2022
Q3 | $13.5M | Buy |
141,330
+1,151
| +0.8% | +$110K | 1.26% | 17 |
|
|
2022
Q2 | $13M | Sell |
140,179
-334
| -0.2% | -$30.9K | 1.19% | 18 |
|
|
2022
Q1 | $14.2M | Sell |
140,513
-361
| -0.3% | -$36.5K | 1.16% | 18 |
|
|
2021
Q4 | $14.5M | Sell |
140,874
-510
| -0.4% | -$52.6K | 1.17% | 19 |
|
|
2021
Q3 | $12M | Sell |
141,384
-34
| -0% | -$2.89K | 1.06% | 20 |
|
|
2021
Q2 | $11.8M | Buy |
141,418
+2,442
| +2% | +$204K | 1.05% | 20 |
|
|
2021
Q1 | $10.5M | Buy |
138,976
+4,868
| +4% | +$366K | 1.01% | 22 |
|
|
2020
Q4 | $9.16M | Buy |
+134,108
| New | +$9.16M | 0.92% | 27 |
|